Donald Delaria,
Donald Delaria, is a registered investment advisor at Gradient Investments, LLC, based in Fuquay Varina, NC, with 15 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 26,806 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.15% |
Fees vary by portfolio strategy, ranging from 1.00% for Preservation up to 2.15% for Custom Indexing - Strategic. Fees are negotiable based on the overall relationship.
Fee Estimator
Location
1000 N. Main Street, Suite 218, Fuquay Varina, NC, 27526
Get directionsHistory
Regulatory History (1)
Criminal
October 1977Other Business ActivitiesSells Insurance
Donald is the owner/president of Capital Consulting Group NC, marketing and selling insurance products, dedicating about half his time to this. He also owns Capital Financial Management NC, an investment advisory firm, and spends about half his time meeting with clients and providing financial recommendations. He also has a selling agreement with EQIS Capital Management.
Employment History
Current Registrations
Gradient Investments, LLC
Capital Financial Management Nc, INC
Previous Registrations
Brookstone Capital Management LLC
Formula Folio Investments
Freedom Investment Management, INC.
Capital Financial Management Nc, Inc>
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Robin Loftus, CFPEdward Jones
- John Piersall, CFPOsaic Wealth, INC.
- Jaime Molina, CFPEdward Jones
- Roy Bass, CFPCapital Investment Advisory Services, LLC
- Brenan Volpe, CFPGood Life Advisors, LLC
- Mary Twiddy, CFPEdward Jones